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Allegion

799 hedge funds and large institutions have $13.1B invested in Allegion in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 284 increasing their positions, 259 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $350K

73% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 70

5% more funds holding

Funds holding: 758799 (+41)

10% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 259

0.19% more ownership

Funds ownership: 95.5%95.69% (+0.19%)

10% less capital invested

Capital invested by funds: $14.5B → $13.1B (-$1.43B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
799
Holders Change
+41
Holders Change %
+5.41%
% of All Funds
9.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
121
Increased
284
Reduced
259
Closed
70
Calls
$1.74M
Puts
$350K
Net Calls
+$1.39M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
851
Park Square Financial Group
Georgia
-$16.5K -93 Closed
GGI
852
Godsey & Gibb Inc
Virginia
-$11.8K -67 Closed
GFWA
853
Grey Fox Wealth Advisors
Delaware
-$10.1K -57 Closed
SWP
854
Strategic Wealth Partners
Ohio
-$10.1K -57 Closed
MSWA
855
Marshall & Sterling Wealth Advisors
New York
-$9.75K -55 Closed
JWM
856
JPL Wealth Management
Colorado
-$6.03K -34 Closed
SIC
857
Salem Investment Counselors
North Carolina
-$4.97K -28 Closed
NC
858
North Capital
Utah
-$3.9K -22 Closed
PAM
859
Palisade Asset Management
Minnesota
-$3.19K -18 Closed
CCM
860
Cloud Capital Management
Washington
-$2K -16 Closed
HHGA
861
Halbert Hargrove Global Advisors
California
-$2.13K -12 Closed
TIM
862
Tortoise Investment Management
New York
-$2.13K -12 Closed
BHWM
863
Beaird Harris Wealth Management
Texas
-$1.77K -10 Closed
CA
864
Crewe Advisors
Utah
-$1.77K -10 Closed
MAM
865
Marquette Asset Management
Minnesota
-$1.77K -10 Closed
RA
866
Rise Advisors
New York
-$1.24K -7 Closed
HWA
867
Heartwood Wealth Advisors
Virginia
-$709 -4 Closed
AT
868
Avalon Trust
New Mexico
-$533 -3 Closed
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$178 -1 Closed